Janney Montgomery Scott
IBDR icon

Janney Montgomery Scott’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Janney Montgomery Scott’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.68M Buy
399,319
+172,028
+76% +$4.16M 0.02% 690
2026
Q1 		$5.51M Sell
227,291
-1,017
-0.4% -$24.6K 0.01% 807
2025
Q4 		$5.53M Buy
228,308
+2,384
+1% +$57.8K 0.01% 869
2025
Q3 		$5.49M Buy
225,924
+497
+0.2% +$12K 0.01% 856
2025
Q2 		$5.47M Sell
225,427
-554
-0.2% -$13.4K 0.01% 782
2025
Q1 		$5.47M Buy
225,981
+2,284
+1% +$55.1K 0.02% 745
2024
Q4 		$5.38M Buy
223,697
+10,106
+5% +$244K 0.01% 758
2024
Q3 		$5.19M Buy
213,591
+3,997
+2% +$96.2K 0.01% 744
2024
Q2 		$4.99M Sell
209,594
-2,902
-1% -$68.9K 0.02% 730
2024
Q1 		$5.07M Buy
212,496
+991
+0.5% +$23.6K 0.02% 761
2023
Q4 		$5.05M Sell
211,505
-1,210
-0.6% -$28.4K 0.02% 721
2023
Q3 		$4.96M Sell
212,715
-9,779
-4% -$229K 0.02% 676
2023
Q2 		$5.22M Sell
222,494
-83,479
-27% -$1.97M 0.02% 686
2023
Q1 		$7.26M Sell
305,973
-176
-0.1% -$4.14K 0.03% 517
2022
Q4 		$7.15M Sell
306,149
-139,674
-31% -$3.24M 0.03% 541
2022
Q3 		$10.3M Buy
445,823
+34,227
+8% +$815K 0.04% 378
2022
Q2 		$9.73M Sell
411,596
-6,236
-1% -$150K 0.04% 370
2022
Q1 		$10.3M Buy
417,832
+20,610
+5% +$521K 0.04% 380
2021
Q4 		$10.4M Buy
397,222
+40,558
+11% +$1.06M 0.04% 386
2021
Q3 		$9.45M Buy
356,664
+80,902
+29% +$2.15M 0.04% 388
2021
Q2 		$7.34M Buy
275,762
+37,202
+16% +$988K 0.03% 462
2021
Q1 		$6.29M Buy
238,560
+72,591
+44% +$1.94M 0.03% 475
2020
Q4 		$4.5M Buy
165,969
+26,292
+19% +$707K 0.02% 573
2020
Q3 		$3.75M Buy
139,677
+13,458
+11% +$362K 0.02% 574
2020
Q2 		$3.37M Buy
126,219
+34,206
+37% +$884K 0.02% 581
2020
Q1 		$2.26M Sell
92,013
-77,421
-46% -$1.97M 0.02% 653
2019
Q4 		$4.33M Buy
169,434
+97,428
+135% +$2.48M 0.03% 505
2019
Q3 		$1.83M Buy
72,006
+2,509
+4% +$63.4K 0.01% 799
2019
Q2 		$1.74M Buy
69,497
+4,270
+7% +$104K 0.01% 806
2019
Q1 		$1.58M Buy
+65,227
New +$1.54M 0.01% 816

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Janney Montgomery Scott's IBDR Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 76% in Q2 2026, buying an estimated $4.16M and bringing the position to 399,319 shares worth $9.68M. The position accounts for 0.02% of the portfolio, ranked #690.

Janney Montgomery Scott first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2021. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Janney Montgomery Scott held 399,319 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $9.68M as of Q2 2026.
  • Janney Montgomery Scott bought 172,028 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $4.16M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #690 holding.
  • Janney Montgomery Scott first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • Janney Montgomery Scott's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10.4M in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.